Data Review Checklist

After your initial Data Conversion is completed, you will complete a formal Data Review with your Onboarding Specialist to review your data in your new MC Trade system. Even though the Data Conversion Workbook is a highly organized file, mistakes can happen or decisions can be made after the Conversion that certain data would be better held in a different area of MC Trade.

After the Data Review Call with your Onboarding Specialist, you will be given one week to continue your data conversion review on your own. To help you make sure to capture and identify any changes that need to be made, you will use the Data Review Checklist to complete this review and supply your Onboarding Specialist with any feedback that you find as you are walking through the checklist.

Initial Data Review Checklist

Final Data Review Checklist

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